Citywire DPM Forum 2023

Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for the multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee which defines the UBS CIO houseview. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management and product development. Adrian oversees regionally discretionary and advisory mandates, investment and alternatives funds, sustainable investing and the Wealth Planning offering.

Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds a MSc in finance and economics from the University of Bern and is a CFA charterholder.

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients.

Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years.

Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally.

Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

Ancus Mak is Head Mandate Advisory Greater China of Julius Baer, he oversees the discretionary mandate consulting activities of Bank Julius Baer’s Investment Management (IM) in North Asia. In this role, he has established IM’s Hong Kong franchise via strategic proposition and product development since he joined BJB in 2017. 

He is integral in structuring appropriate discretionary investment solutions for HNW, UHNW and Institutional clients in North Asia.

Ancus has more than 15 years of experience in Investment Management. Before joining BJB, he was a Discretionary Portfolio Management Specialist at Deutsche Bank Wealth Management in the APAC region. Prior to that, Ancus worked as a Portfolio Solutions Specialist at Credit Suisse Private Bank, where he was responsible for managing multi-asset advisory portfolios. 

Ancus also spent 5 years with JPMorgan Asset Management as Vice President of Intermediary Distribution. Ancus started his career as a finance journalist who covered the Hong Kong and China capital markets.

Ancus holds a MSc in Investment Management from Hong Kong University of Science and Technology.

Choonshik Yi joined UBP Wealth Management Asia as Head of Discretionary Portfolio Management (DPM), North Asia in 2022, bringing his strong institutional equity portfolio management capability to the DPM team.

Choonshik previously worked in UBP Asset Management Asia, where he was Head of Asia Equities. Since joining in 2014, he has managed various flagship funds and regional mandates. 

Choonshik has over 20 years of experience in the asset management industry. Before joining UBP, he was a fund manager at Hamon Investment Group, responsible for Asia ex-Japan portfolios and Korea/Taiwan research. Prior to that, he worked with Korea Investment Management running a wide range of products such as Asia ex-Japan, China, Taiwan, ASEAN, Vietnam and Global sector funds. 

He has a BSc in Business Administration from Yonsei University in Seoul, Korea.

Colin held crucial roles to the establishment for 3 single-family offices and 2 multi-family offices. Early in career, he was personally mentored by the late chairlady of Chinachem Group, Ms. Nina WANG and eventually lead departments on investment, hospitality development and internal consulting as well as participated on Chinachem Group’s succession planning. After Nina WANG passed away, he was recruited into the UBS Global Associate Program and briefly worked there before being headhunted to setup a single-family office for a tycoon as well as managed all investments. From 2016 to 2020, Colin co-founded 2 multi-family offices, with fund management and external asset management capabilities, and sold his shares. He was then headhunted again to setup another single-family office for an ultra-high networth individual and managed the investment department while taking time looking after his ill father before he passed away in 2022.  In the past 20 years, Colin managed portfolios with exposure to ESG investments into equities, bonds and private equities which consistently outperformed benchmark. He was involved with early investing into the 1st Solar panel manufacturer from China that was listed in NASDAQ which delivered venture capital style return.  He is a regular speaker at international forums to share on investment, family office and succession.

Gabriel is Managing Director and Head of Investment Services, Hong Kong. He is
responsible for the development and delivery of investment services and offerings to clients in Hong Kong, as well as developing new initiatives and product ideas for local distribution.

Gabriel has over 17 years of experience in equity research and started his career in Wealth Management in 2017. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse, CLSA and Standard & Poor's.

Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen's
University, Canada, and he is a Chartered Financial Analyst.